Filed May 19, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,651 | $65,582-19.7% | $64,101-17.9% | $71,511-26.4% |
| Participation rate | 38.2% | 73.2%-35.0pp | 72.3%-34.2pp | 67.9%-29.8pp |
| Annual return | 10.80% | 18.96%-8.2pp | 33.72%-22.9pp | 28.86%-18.1pp |
| Employer contribution / active EE | $1,109 | $2,671-58.5% | $2,749-59.6% | $2,589-57.2% |
| Participant deferral / active EE | $1,910 | $3,628-47.4% | $3,881-50.8% | $4,291-55.5% |
| Admin fee / account holder | $0 | $616-100.0% | $3,070-100.0% | $1,588-100.0% |